Trio: Resubmit / Order Services
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Resubmit Services | Order New Services

The Resubmit and Order New Service procedures remain the same; start in the Loan Folder with a copied loan.

New to eMagic? Use the Quick Reference Guide for Underwriters (.pdf) or Contract UW (.pdf).

Resubmit Services

  1. The first time you resubmit an originator-ordered service, Trio automatically adds your version of those service-related documents (e.g., AU recommendation, credit report, etc.) to the Trio folder. Subsequent resubmissions of UW-ordered services will automatically update/replace the UW service-related documents.

  2. Click Add Updated 1003 to add/update the UW version of the 1003 in the Trio folder.

  3. Click Add 1008 to add/update the UW version of the 1008 in the Trio folder.

  4. Select the triangle icons to display originator and underwriter documents.
    Note: UW documents will NEVER overwrite originator documents in the Trio folder.

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Order New Services

  1. Any time you order a new service, Trio automatically adds service-related documents (e.g., AU recommendation, credit report, etc.) to the Trio folder. Resubmission of UW-ordered services will automatically update/replace the UW service-related documents.

  2. Click Add Updated 1003 to add/update the UW version of the 1003 in the Trio folder.

  3. Click Add 1008 to add/update the UW version of the 1008 in the Trio folder.

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